Max Fisher

• Utilizing strong connect and discover skills on service calls to get beyond the stated need and position planning conversations.
• Owning planning conversations with clients with up to $500k in assets to develop personalized strategies and plans aligned to life goals.
• Incorporating planning topics such as POI and EPG into conversations in a way that makes sense and shows value.
• Building trust and long-term relationships through effective communication, active listening, and consistent follow-up.
• Generating qualified leads for business partners through proactive outreach and needs-based conversations.
• Conducting high-volume outbound calls to prospect, identify opportunities, and drive new business.

• Serve as first point of contact providing client support and issue resolution with a focus on client satisfaction.
• Account service and maintenance across a wide range of client accounts.
• Executing high volume equity and mutual fund trades while ensuring accuracy and compliance.
• Partnering with internal teams to escalate complex issues and ensure seamless client experiences.

• Taught English to underprivileged students, enhancing future job and life prospects for the kids in tourism heavy areas.
• Simplified the concept of English into clear practical lessons to students with varying levels of understanding.
• Empowered students with English proficiency, contributing to community development.